Bayforest Capital LTD Portfolio Holdings

Bayforest Capital LTD

  • $229 Billion
  • Q2 2025

Bayforest Capital LTD has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 713 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Solaredge Technologies, Inc. with a value of $1.74B, Crown Castle International Corp with a value of $1.71B, Service Corp International with a value of $1.55B, Ugi Corp with a value of $1.47B, and Dollar Tree, Inc. with a value of $1.45B.

Examining the 13F form we can see an decrease of $725M in the current position value, from $230B to 229B.

Bayforest Capital LTD is based out at London, X0

Below you can find more details about Bayforest Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
Technology: $42.8 Billion
Consumer Cyclical: $36.7 Billion
Industrials: $26.4 Billion
Healthcare: $26.4 Billion
Financial Services: $25.1 Billion
Consumer Defensive: $13.6 Billion
Energy: $13.4 Billion
Basic Materials: $11.9 Billion
Other: $29.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.69B
$63.2 Million 0.03% of portfolio
510
Q2 2025 Added 442.55%
$5.27B
$61.1 Million 0.03% of portfolio
870
Q2 2025 New
$37B
$62.5 Million 0.03% of portfolio
708
Q2 2025 Reduced 8.17%
$414B
$74.5 Million 0.03% of portfolio
93
Q2 2025 Reduced 81.14%
$46.1B
$64.6 Million 0.03% of portfolio
466
Q2 2025 New
$15.6B
$69.7 Million 0.03% of portfolio
226
Q2 2025 Reduced 75.91%
$4.21B
$58.4 Million 0.03% of portfolio
2,110
Q2 2025 Reduced 84.14%
$3.39B
$69.5 Million 0.03% of portfolio
3,224
Q2 2025 Reduced 75.26%
$2.77B
$77.8 Million 0.03% of portfolio
4,534
Q2 2025 New
$506B
$62.5 Million 0.03% of portfolio
409
Q2 2025 Reduced 90.14%
$139B
$72.8 Million 0.03% of portfolio
3,005
Q2 2025 Added 172.19%
$5.03B
$67.7 Million 0.03% of portfolio
1,046
Q2 2025 New
$60.3B
$72.2 Million 0.03% of portfolio
1,665
Q2 2025 Reduced 57.83%
$2.45B
$76.4 Million 0.03% of portfolio
5,083
Q2 2025 New
$23.7B
$79.5 Million 0.03% of portfolio
867
Q2 2025 Reduced 30.14%
$9.37B
$63.3 Million 0.03% of portfolio
417
Q2 2025 New
$6.76B
$68.3 Million 0.03% of portfolio
2,136
Q2 2025 Reduced 89.17%
$7.42B
$60.5 Million 0.03% of portfolio
448
Q2 2025 Added 169.88%
$25.5B
$36.5 Million 0.02% of portfolio
343
Q2 2025 New
$9.41B
$38.6 Million 0.02% of portfolio
388
Q2 2025 New
$13.9B
$34.9 Million 0.02% of portfolio
346
Q2 2025 Added 127.63%
$32.7B
$45.3 Million 0.02% of portfolio
3,332
Q2 2025 Added 22.86%
$7.44B
$53 Million 0.02% of portfolio
4,143
Q2 2025 Added 852.41%
$47.9B
$55.8 Million 0.02% of portfolio
1,286
Q2 2025 Reduced 69.6%
$5.62B
$41.4 Million 0.02% of portfolio
417
Q2 2025 Reduced 84.08%
$111B
$52 Million 0.02% of portfolio
580
Q2 2025 New
$1.41T
$51.5 Million 0.02% of portfolio
162
Q2 2025 New
$663M
$52.6 Million 0.02% of portfolio
6,109
Q2 2025 Reduced 95.3%
$43.7B
$37.3 Million 0.02% of portfolio
417
Q2 2025 New
$9.68B
$41.5 Million 0.02% of portfolio
2,324
Q2 2025 Reduced 74.78%
$9.82B
$43 Million 0.02% of portfolio
300
Q2 2025 Reduced 86.97%
$21.8B
$47 Million 0.02% of portfolio
523
Q2 2025 Added 195.48%
$13B
$45.6 Million 0.02% of portfolio
1,142
Q2 2025 Reduced 65.59%
$50.4B
$44.7 Million 0.02% of portfolio
1,491
Q2 2025 Reduced 81.93%
$6.08B
$42.5 Million 0.02% of portfolio
767
Q2 2025 Reduced 80.2%
$32.6B
$52.3 Million 0.02% of portfolio
784
Q2 2025 Reduced 36.21%
$9.99B
$50.8 Million 0.02% of portfolio
1,213
Q2 2025 New
$58.7B
$54.4 Million 0.02% of portfolio
170
Q2 2025 Added 8.28%
$3.85B
$45 Million 0.02% of portfolio
702
Q2 2025 New
$43.8B
$35.5 Million 0.02% of portfolio
113
Q2 2025 Reduced 34.3%
$1.81B
$35 Million 0.02% of portfolio
1,589
Q2 2025 Reduced 89.68%
$12.7B
$50.9 Million 0.02% of portfolio
472
Q2 2025 Added 362.75%
$21.8B
$42 Million 0.02% of portfolio
1,895
Q2 2025 New
$7.59B
$54.4 Million 0.02% of portfolio
350
Q2 2025 Reduced 23.25%
$6.09B
$56.8 Million 0.02% of portfolio
370
Q2 2025 Added 218.97%
$2.86B
$39.5 Million 0.02% of portfolio
1,111
Q2 2025 Added 32.26%
$6.53B
$48.9 Million 0.02% of portfolio
1,492
Q2 2025 New
$9.61B
$41.4 Million 0.02% of portfolio
1,129
Q2 2025 Added 395.18%
$48.7B
$48 Million 0.02% of portfolio
137
Q2 2025 Reduced 92.79%

Summary

  • Portfolio
  • No. of Stocks 713
  • Current Value $229 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 227 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 265 stocks
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